Branch Office Administrator

Branch Office Administrator (BOA) Role If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. Role Summary As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Support and Training Comprehensive 6‑month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You’ll often work independently but will have a team of thousands backing you every step of the way Key Responsibilities Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Learn and understand the financial services industry. Perform account opening, handle account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes with updated SOPs and strategically execute the branch business plan. Technology: Demonstrate strong computer literacy with a willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Desired Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Benefits A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone’s different viewpoints are valued and help to achieve results Recognition of individual efforts through a rewards program that promotes a long‑term career, financial security, and well‑being Full‑time Associates receive the following benefits: Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life and basic AD&D coverage (provided at no cost) 401(k) retirement plan and tax‑advantaged accounts (health savings account, flexible spending account) Ten paid holidays, 15 days of vacation for new associates beginning on January 1 of each year, sick time, personal days, and a paid day for volunteerism Eligibility for bonuses, profit sharing, and the Employee Assistance Program Compensation Compensation is based on performance and business profitability, with opportunities for merit‑based salary increases and discretionary bonuses. Hiring minimum and maximum range shown below is a subset of the total pay range. There are also opportunities for variable compensation. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr